Institutional Ownership Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC). We have compiled data on the 1,807 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $86.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,470
shares
|
$487,578
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,458
shares
|
$485,209
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,456
shares
|
$484,814
0.01% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
2,447
shares
|
$483,037
0.1% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,442
shares
|
$482,050
0.04% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
2,436
shares
|
$480,866
0.37% of portfolio
|
Q3 2020
Reduced 14.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,434
shares
|
$480,471
0.04% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,413
shares
|
$476,326
0.36% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,412
shares
|
$476,128
0.22% of portfolio
|
Q2 2025
Reduced 87.4%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,411
shares
|
$475,931
0.24% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
2,411
shares
|
$475,931
0.11% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
2,400
shares
|
$473,760
0.02% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,398
shares
|
$473,365
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
2,385
shares
|
$470,799
0.26% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,385
shares
|
$470,799
0.02% of portfolio
|
Q2 2025
Reduced 28.66%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,372
shares
|
$468,232
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,365
shares
|
$466,851
0.01% of portfolio
|
Q2 2025
Added 36.94%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,363
shares
|
$466,456
0.03% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,359
shares
|
$465,666
0.2% of portfolio
|
Q1 2022
Added 0.38%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
2,342
shares
|
$462,310
0.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
2,340
shares
|
$461,916
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
2,326
shares
|
$459,152
0.02% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$458,757
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
2,323
shares
|
$458,560
0.0% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,319
shares
|
$457,770
0.0% of portfolio
|
Q2 2025
Reduced 34.45%
|